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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC3+ years Filed as: PRIVATE ADVISOR GROUP Service code 26 · EIN 39-1185892 | Advisory (Participants) | $46,336 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $35,560 |
BMO HARRIS BANK NA3+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,641 | $50,385+107.7% | $75,670+38.3% | $62,292+68.0% |
| Participation rate | 88.1% | 67.7%+20.4pp | 72.3%+15.7pp | 69.5%+18.6pp |
| Annual return | 21.37% | 19.90%+1.5pp | 27.34%-6.0pp | 28.90%-7.5pp |
| Employer contribution / active EE | $4,722 | $1,537+207.2% | $2,352+100.8% | $2,042+131.2% |
| Participant deferral / active EE | $3,650 | $2,445+49.3% | $3,142+16.2% | $3,169+15.2% |
| Admin fee / account holder | $482 | $384+25.4% | $5,800-91.7% | $479+0.5% |